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School OT Documentation Checklist
A school OT checklist: nine documentation steps per student, from Goal Set to Quarterly Review Done, including Teacher Consult and Family Update, with service type and quarterly review due date. It opens in Microsoft Excel, has no macros and nothing to install, and is yours to reuse as often as you like.
What you get
- 9 documentation steps per student as checkboxes, from Goal Set to Qtr Review Done
- Service type dropdown per student
- Completion %, Status, Next Step and the quarterly review due date calculate by themselves
- Dashboard: docs complete, consults done, make-ups owed, review due and needs attention
- Printable one-page checklist per student
- Opens in Excel
$11.99one-time, no subscription
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What it does
- 9 documentation steps per student as checkboxes, from Goal Set to Qtr Review Done
- Service type dropdown per student
- Completion %, Status, Next Step and the quarterly review due date calculate by themselves
- Dashboard: docs complete, consults done, make-ups owed, review due and needs attention
- Printable one-page checklist per student
- Two files: a Blank file for your caseload and a Filled Example with 12 sample students
What it looks like
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- OT Dashboard
- OT Tracker
- OT Tracker
- OT Printable
Works in
- Microsoft 365 (Excel for Windows, Mac or the web); the step boxes are native Excel checkboxes
- Google Sheets can import it, but the checkboxes may show as TRUE / FALSE
- No macros, no add-ins
Honest scope
This is an organizational template. It reports the data you enter. It does not determine mastery, eligibility or compliance, and it does not replace your district documentation system — those stay your professional judgement.
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